Working with data sources

Overview

Ortto’s Data Sources automatically synchronize and organize all customer data in a single place (also known as the Customer data platform or CDP), prov a single source of truth for every customer and their associated data sources.

Ortto allows users to configure multiple data sources, each of which represents an integration between Ortto and customer data on an external business platform (e.g., Shopify, WooCommerce).

Accessing data sources

To access the data sources page, go to Data sources under the CDP section in the sidebar.

Managing data sources

The data sources page allows users to:

• Configure new data source integrations,
• Manage connected data sources,
• View recent activities through a data source.
• Control the data retention settings for the data source.

Why connecting data sources are helpful

When a data source is connected to Ortto, the following can occur:

• Create customer audiences to target each customer lifecycle stage.
• Segment customers based on activity and demographics.
• Send highly relevant and personalized marketing campaigns.
• Understand customer data and marketing performance with reports and dashboards.
• Organize all of your customer information in one place.